Unlock Sales Success: An Easy Guide to Managing Sales with Monday.com CRM

Manage your entire sales process easily with monday CRM! Stay in full control of your sales pipeline, contacts, and post-sales workflows, while getting a clear overview of everything in one place.

Monday.com provides user-friendly interface, customizable workflows, and versatility across different industries. It offers seamless integration with numerous tools, automation capabilities, and real-time collaboration features, enabling teams to work more efficiently and transparently.

Import Your Leads: Easily bring in your leads by importing contacts from spreadsheets, email lists, or CRM integrations to get started quickly.

To get started using monday CRM, import your leads into your Leads board. Leads can be imported in multiple ways:

• They can be imported from other tools – Excel or Google sheets for example
• They can be automatically added through a Monday Form
  And more…

Qualify Your Leads: Use customizable boards and columns to assess and prioritize leads based on criteria such as budget, interest, and timeline.

Once the sales representatives have determined that a lead is qualified, they can change the lead’s status to Qualified and click the Move to contacts button in the Create a contact column. The lead will be moved automatically to your Contacts board.

Manage Your Contacts: Keep all your customer information organized in one place, track interactions, and update statuses with ease.

Pipeline View: Visualize your sales pipeline through an intuitive, drag-and-drop interface that helps you track the different stages of your deals in a visual, comprehensive, and interactive way.

Emails & Activities: Communicate directly within the platform by sending emails, scheduling meetings, and logging activities all linked to specific contacts and deals.

Emails & Activities can be accessed from the Overview tab. Click New email to start composing your first draft:

Keeping your communication centralized means that your team will spend less time tracking down details for successful relationships.

Analyze Sales & Track KPIs: Monitor your sales performance with built-in analytics and dashboards, track key performance indicators, and generate reports to make data-driven decisions.

With monday CRM, you have full control over the details of your sales cycle.